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Foguth Wealth Management, LLC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foguth Wealth Management, LLC. on JEPI, newest first. How the timeline and the estimate are built.

Foguth Wealth Management, LLC. held 998,741 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 998,741 shares
    Change vs previous 13F +79,223 shares

    6.41% of the 13F portfolio, value $56,319,023.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 919,518 shares
    Change vs previous 13F +722,490 shares

    6.01% of the 13F portfolio, value $51,529,784.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 197,028 shares
    Change vs previous 13F +42,951 shares

    1.75% of the 13F portfolio, value $11,293,629.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 154,077 shares
    Change vs previous 13F -34,881 shares

    1.87% of the 13F portfolio, value $8,759,269.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 188,958 shares
    Change vs previous 13F -89,675 shares

    2.62% of the 13F portfolio, value $10,797,045.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 278,633 shares
    Change vs previous 13F +79,096 shares

    4.31% of the 13F portfolio, value $16,467,190.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 199,537 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $11,770,710.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).